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Market Brief – March 2022: Why Ukraine Matters

Published on March 22, 2022

March Market Brief Why Ukraine Matters “Cry ‘Havoc,’ and let slip the dogs of war.” William Shakespeare, (Julius Caesar 3.1.273) As many know, I am a Polish immigrant. I was forced to flee from Russian Communist controlled Poland in 1968. As was typical at that time, a lot of different cultures were thrown together during […]

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Market Brief – February 2022: Markets on a Warpath

Published on February 22, 2022

Russia is once again looking to reclaim old Soviet Union territory and influence, this time with its sights set on Ukraine. Currently, as of writing this on Tuesday 2/22/22, Putin is following his gameplan of targeting Rebel held separatist territory in Eastern Ukraine as they did in 2008 with Georgia as well as 2014 in Crimea.

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Market Brief – January 2022: The Year of The Mid-Term

Published on January 25, 2022

How to talk about politics, elections, and the market without talking about politics? Discussing anything political to a broad audience feels like preparing to cliff dive into a pool of porcupines. However, I still feel it’s important to put politics into perspective. 2022 is a big mid-term election year and the American public is about to be bombarded with “facts” about the current state of our nation.

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Market Brief – Stagflation

Published on October 26, 2021

As October begins to wane, we saw the market rebound sharply from September lulls and 3rd Quarter earnings come in strong across the board. Investors are watching this market climb up a wall of worry and shrug off all the macro events that seemed poised to derail it. The latest worry of the day is the US Economy entering a period of Stagflation. Stagflation (or recession-inflation) is a period of rising inflation coupled with slow economic growth and rising unemployment. Inflation tends to go hand and hand with a hot and growing economy, not a slowing one.

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Market Brief – Market Physics

Published on August 27, 2021

The world works by adhering to simple laws and principles that are universal, with one of those laws being Gravity. Gravity is interesting as it is both a law as well as a theory. Isaac Newton created the Law of Gravity in 1687 and Albert Einstein published his theory on general relativity in 1915.

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Market Brief – Summer Swoon

Published on July 27, 2021

As markets continue to rise there is still a sense of foreboding that we are just waiting for the bottom to drop out. Sell and May and go away? Or keep calm and carry on? Some believe this market is like the story of Icarus who flew too high, and consequently crashed and drowns.

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Market Brief – Icarus vs. Nike: The Battle of the Greek Myths

Published on June 1, 2021

As markets continue to rise there is still a sense of foreboding that we are just waiting for the bottom to drop out. Sell and May and go away? Or keep calm and carry on? Some believe this market is like the story of Icarus who flew too high, and consequently crashed and drowns.

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Market Brief – Alice in Cryptoland

Published on May 1, 2021

Patience is a virtue most of us struggle with daily. Sitting in traffic, getting in the slow checkout line at the grocery store, or even waiting for a slow website to load can now frustrate us beyond belief. Our world is moving faster on so many levels that it’s difficult to fight our expectations for instant gratification. This desire for instant gratification has trickled into the investment world recently.

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Market Brief – Spring Market Revival

Published on April 1, 2021

How does a bull market die? Conventional wisdom says that it is not by old age, its policy error. Killing off a bull market is harder than one may think. Market history says an average bull market lasts anywhere from four to eleven years, and those with strong first year gains have been longer bull market eras.

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Market Brief – March Rate Madness

Published on March 1, 2021

March has always been a month of transition; in like a Lion, out like a Lamb. This rings true for both the weather and the markets. This year the markets are centering in on interest rates and the yield curve as the main catalyst for continued equity market gains or a signal to flip from Risk-On to Risk-Off.

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